RPS RETIREMENT PLAN ADVISORS

Adviser information for RPS RETIREMENT PLAN ADVISORS last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	30	$443.6M
Non-Discretionary	0	$0
Total	30	$443.6M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	30	$443.6M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting services
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-123627
SEC ERA File Number	801-123627
SEC CIK Numbers	None
SEC CRD Numbers	319220
Legal Entity Identifier	None

Principal Office

9600 NORTH MOPAC
SUITE 600
AUSTIN
TX
United States

Monday - Friday, 8AM - 5PM

Tel: 512-918-0000, Fax: None

Websites

www.rpsplanadvisors.com www.linkedin.com/company/rps-retirement-plan-advisors

Chief Compliance Officer

BROOKS C. SLAUGHTER

MANAGING PARTNER

9600 NORTH MOPAC

SUITE 600

AUSTIN

United States

Tel: 512-918-0000

Fax: 512-918-0001

B*****@******************M

(Full email address available in API data)

Regulatory Contact

BETH CHELTON

VP OPERATIONS